what might we do with the excess to help with possible growth, and,any future inflation ?Assuming your neighbor is willing to trust your judgement, and you don't want to have to spend more time reviewing her portfolio, put the other $100k into an S&P500 index fund. Have the quarterly dividends sent to her, and have the capital gains reinvested.OTOH, if you don't mind spending a few hours each December adjusting her investments, checkout my message #13041 regarding a 'total return' portfolio. You will be able to generate 10k/year, inflation-adjusted.Zev
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